Onboarding new clients ""opportunities"" ""companies"" contacts

Question

When we onboard new clients into our app we start with "Create a new opportunity". Some of the fields are needed on this table to create a proposal. While on the "Opportunities" table it will ask for a company and will shoot you out to create a company. Again just some fields are needs to be filled out at this stage. Then it needs a contact and it shoots you to a "contacts" table to create a contact. Again we only needs a few fields filled out at this point. Then we are back at the "opportunities" table to complete the needed fields and can save.

I want a way to have a new table maybe called "Onboard New Client" where I can have the needed fields from "Contacts", "Companies" and "Opportunities" on one page when onboarding a new client. Once those fields are complete you hit save and it saves the data entered in the new table to the three mentioned tables all at once.

Is there a good way to do this? I am open to any ideas.

quickbasecoachd · Answer

Two thoughts

1. Have in the advanced properties tab for the payment record, which in this case is opportunities, it is always good practice to check the checkbox �Save parent record automatically when a child record is created�. That way at least when the user goes to add child it will automatically save the carriage.

2. But the bigger tip is to simply include an embedded report on the opportunities record of the children and the user can edit (create) those records directly while creating the parent record before having saved the Parent record. Be sure to make the embedded report editable in form properties. That means that when you edit the parent the embedded child report table a table goes into Grid edit mode.

markcomish · Answer

I am pretty new to QuickBase so I am not quite following your response. Do I need to create a new table that is the child to "Companies" "Contacts" and "Opportunities" and on the form for that new table have the fields I need to populate each parent table when saved? Hope I am making sense? Here are the fields I need populated in each Parent table...

Companies Table
1. Company Name
2. Account Type
3. Phone
4. Fax
5. Mailing address

Contacts Table
1. Salutation
2. First name
3. Last Name
4. Preferred first name
5. Title
6. Credentials
7. Contact type
8. Direct phone
9. email

Opportunities Table
1. Service
2. Stage
3. Year
4. Status
5. Type
6. Opportunity Value
7. # of days per visit
8. # of visits per year

When I create the fields for the new table do I use the "From another table" as input type? Sorry for all the questions but I am confused how to do this and need details or if there is a better way to do this.

Thanks in advance!

quickbasecoachd · Answer

You do not need any new tables.Presumably you have a relationship where 1 Company has Many Contacts and 1 Company has many Opportunities.If you really want to have the initial setup all on one form, then you would put the field probably called [Contacts] on you customer form and set the form properties to display the records on the form and further set the form properties to allow them to be editable.&nbsp; You would make a report of the fields you want to show, and use that on the form for that Report Link field.Post back if you are still stuck or if you prefer, you can contact me via my website QuickBaseCoach.com for some one one one assistance to get you unstuck.

markcomish · Answer

I know there was at least one other person that wanted something like this so it would be nice to post a solution here.

Can I get step by step? Do I go into the "Companies Table" settings and create a new form? So confused as to where I start and how I create this report to just have the fields I detailed. Plus when saved all the tables be updated. Plus how this form and or report will allow me to enter new data as many of the fields are drop downs.

I think if I can get an outline of the steps I could fill in the gaps, hopefully.

quickbasecoachd · Answer

... it's a lot of typing to explain every click.&nbsp; There are excellent videos on learning Quick Base at Quick Base University&nbsp;https://university.quickbase.com/Some times Quick Base support will give a certain amount of help to users who just recently signed up, but they are really trying not to be in the business of building apps. (Same as Microsoft is not really in the business of building your excel spreadsheets).&nbsp;The ? at the top of the screen takes you to Help and Manage Support cases if you want to try Quick&nbsp;Base&nbsp;Support.&nbsp;&nbsp;&nbsp; Or an hour or two invested with a QSP (Quick Base Solution Provider) like myself or these&nbsp;https://www.quickbase.com/partners/find-a-partner&nbsp;can go a long way to getting you started.

Forum Discussion

Onboarding new clients ""opportunities"" ""companies"" contacts

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